Question

Will you please DELETE form 8915E-T?

Forum|Forum|4 years ago
March 16, 2022
1 reply
0 views

I press delete and it won’t delete. It’s keeping me from filing…..

TurboTax Deluxe Online

Try these steps:

If you did not take a disaster distribution from your pension funds between 2018 and 2020, there may be a question that needs to be reviewed. Follow these steps.

Go to Federal / Wages & Income.
Scroll down to Wrap up income.
Continue.
At the screen Did you take a disaster distribution at any time between 2018 and 2020? answer No.

Now watch the headings under Federal closely.

When you are in Deductions & Credits.
Scroll down and click on Wrap up tax breaks.
Then you are in Other Tax Situations.
Scroll down and click on Let's keep going.
Continue through to Federal Review.

Form 8915-E is for if you were adversely affected by a qualified 2020 disaster or impacted by the coronavirus and you received a distribution that qualifies for favorable tax treatment

S

SKIPPER4602

I followed these steps, answered no, and this still comes up! I did NOT take any distributions! This is the only thing keeping me from filing my taxes! Please help!

M

MAK70

If you have a 1099-R entry, go back to that entry and EDIT.

Was this a withdrawal due to a Qualified Disaster Distribution? Select No.

On the 1099-R Summary page hit Continue.

You will see the "Did you take a disaster distribution at any time between 2018 and 2020? No, I didn't.

Distributions related to 2016 and 2017 disasters are not allowed in 2020. However, you may have made repayments of distributions related to 2016 or 2017 disasters in 2020. @SKIPPER4602